In this episode of Value.Able The podcast Roger discusses low quality businesses. If a company is generating a low rate of return on equity, is it best to pay the returns out as a dividend? Roger identifies companies which are forced to reinvest.

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Jumbo Interactive (ASX:JIN)  is a wonderful business that we’ve liked for a long time. But with its share price doubling over the past six months to an all-time high, is it wise for would-be buyers to step aside for now? Continue…

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In this interview on Money News, Roger discusses the difference a week has made. Since the Federal Election, property clearance rates have gone from 44 per cent to 69 per cent. Will the government be able to offset a deteriorating construction sector, or is the enthusiasm premature?

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The market has viewed the private health insurers as one of the biggest winners from this month’s Federal Election. This is due to the market having factored in the likely impact of Labor’s stated policy of limiting average policy premium increases to 2 per cent on 1 April 2020 and 2021. With this risk having been removed from the outlook, the share prices of Medibank Private (ASX:MPL) and NIB (ASX:NHF) have increased around 14 per cent since the election. Continue…

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Appen (ASX:APX) is one of Australia’s high-flying tech stocks – which collectively go under the WAAAX acronym. Its share price has almost tripled over the past year as many investors ride the Oz tech story. But to my mind, the company’s valuation looks extremely stretched.
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